Advisors Asset Management, Inc. - WP CAREY INC ownership

WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 354 filers reported holding WP CAREY INC in Q1 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

About WP CAREY INC

WP Carey Inc. is a leading global net lease REIT that provides long-term leases to companies across a variety of industries. The company has a diversified portfolio of properties, including office, industrial, warehouse, and retail spaces. WP Carey has a strong track record of delivering consistent returns to its investors, with a focus on generating stable cash flows through its net lease business model.

One of the key strengths of WP Carey is its ability to identify and acquire high-quality properties that are leased to creditworthy tenants. The company has a disciplined approach to underwriting and due diligence, which has helped it to maintain a high occupancy rate and minimize the risk of tenant defaults. WP Carey also has a strong balance sheet, with a conservative leverage ratio and a well-diversified funding base.

In recent years, WP Carey has expanded its global footprint through strategic acquisitions and partnerships. The company has a presence in North America, Europe, and Asia, and is well-positioned to capitalize on the growing demand for net lease properties in these regions. WP Carey has also demonstrated a commitment to sustainability, with a focus on reducing its environmental footprint and promoting social responsibility.

Overall, WP Carey is a well-managed REIT with a proven track record of delivering consistent returns to its investors. With a diversified portfolio of high-quality properties and a disciplined approach to underwriting, the company is well-positioned to continue generating stable cash flows and creating long-term value for its shareholders.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of WP CAREY INC
ValueSharesWeighting
Q2 2022$50,000
-56.9%
606
-57.6%
0.00%
-50.0%
Q1 2022$116,000
-33.3%
1,429
-32.8%
0.00%0.0%
Q4 2021$174,000
+12.3%
2,125
-0.1%
0.00%0.0%
Q3 2021$155,000
+5.4%
2,127
+8.0%
0.00%0.0%
Q2 2021$147,000
+107.0%
1,969
+96.9%
0.00%
+100.0%
Q1 2021$71,000
+173.1%
1,000
+166.7%
0.00%
Q4 2020$26,000
-82.6%
375
-83.0%
0.00%
-100.0%
Q2 2020$149,000
-49.1%
2,206
-56.3%
0.00%
-57.1%
Q1 2020$293,000
-54.9%
5,043
-37.8%
0.01%
-36.4%
Q4 2019$649,000
-31.7%
8,110
-23.6%
0.01%
-35.3%
Q3 2019$950,000
-15.2%
10,609
-23.1%
0.02%
-15.0%
Q2 2019$1,120,000
-3.2%
13,796
-6.6%
0.02%
-4.8%
Q1 2019$1,157,000
+20.0%
14,768
+0.1%
0.02%
+10.5%
Q4 2018$964,000
+2.8%
14,752
+1.1%
0.02%
+26.7%
Q3 2018$938,000
+14.8%
14,590
+18.5%
0.02%
+7.1%
Q2 2018$817,000
+19.6%
12,314
+8.0%
0.01%
+27.3%
Q1 2018$683,000
-3.9%
11,399
+10.5%
0.01%
-8.3%
Q4 2017$711,000
+6.6%
10,316
+4.3%
0.01%
+9.1%
Q3 2017$667,000
+13.2%
9,891
+10.8%
0.01%
+10.0%
Q2 2017$589,000
+23.0%
8,930
+15.9%
0.01%
+25.0%
Q1 2017$479,000
+93.9%
7,704
+84.0%
0.01%
+100.0%
Q4 2016$247,000
+111.1%
4,186
+131.4%
0.00%
+100.0%
Q3 2016$117,000
+2825.0%
1,809
+3189.1%
0.00%
Q2 2016$4,000550.00%
Other shareholders
WP CAREY INC shareholders Q1 2017
NameSharesValueWeighting ↓
Waterfront Capital Partners, LLC 676,003$36,558,2423.59%
Seneca House Advisors 119,130$6,388,8733.32%
Armstrong, Fleming & Moore, Inc 63,155$3,415,4423.31%
Capital Square, LLC 44,482$2,394,0423.22%
Demars Financial Group, LLC 76,214$4,121,6552.36%
Rock Point Advisors, LLC 117,222$6,339,3662.19%
EWG Elevate Inc. 80,837$4,371,6891.98%
PGGM Investments 2,108,963$114,0531.97%
Creegan & Nassoura Financial Group, LLC 46,390$2,508,7711.95%
Pensionfund DSM Netherlands 51,800$2,8011.95%
View complete list of WP CAREY INC shareholders